Accounting Manager Financial Analyst

Joan Emmanuel

Location: Orlando, FL Phone: 515-***-**** Email: ****************@*****.***

Professional Summary:

Senior Cost Accountant & Accounting Manager with Master’s Degree in Finance & Accounting 10+ years of experience, specializing in change management, process improvement, organizational development, and strategic planning.

Supported standard cost rolls, physical inventories, and cycle count processes.

Performed standard gross margin analysis and variance analysis to drive Bill of Material (BOM) accuracy and understand product costs.

Supported Financial Planning Cycles (Monthly Outlook, Quarterly Forecast and Annual Budget).

Analyzed current and past trends in Key Performance Indicators (KPIs) including all areas below standard margin above gross margin.

Advanced Microsoft Excel functions experience including VLOOKUP, HLOOKUP, INDEX-MATCH, and PivotTables.

Education:

Master of BA in Finance/Accounting, Keller Graduate School of Management

Certified Financial Analyst, Keller Graduate School of Management

Bachelor of Science, Chicago State University

Key Skills:

Project Management

Cost Accounting

Cost Analysis

Budget Planning

Financial Reporting

Forecasting

Inventory Accounting

Communication

Problem-Solving

Manufacturing

Compliance of U.S. Security Exchange Commission

Auditing

Professional Experience:

Johnson Controls, Albany, MO Nov 2022 – Jun 2023

Cost Accountant

Reported to the Plant Controller, and support all aspects of operational finance, by maintaining the standard cost system, supporting the internal control structure, performing month end close tasks, supporting daily finance needs as directed by the Plant Controller.

Led financial control and accounting activities to assure accurate and timely preparation, recording, transmissions, analysis, and communication of data vital to control operations and achieve objectives.

Supported standard cost rolls, physical inventories, and cycle count processes.

Maintained standard costing outlooks and actuals. Perform standard gross margin analysis and variance analysis to drive Bill of Material (BOM) accuracy and understand product costs.

Supported Financial Planning Cycles (Monthly Outlook, Quarterly Forecast and Annual Budget).

Analyzed current and past trends in Key Performance Indicators (KPIs) including all areas below standard margin above gross margin.

Monitored performance indicators, highlighting trends, and analyzing causes of unexpected variance, providing insights and decision-making support to the business.

Supported Plant Controllers by helping them drive expected metrics with valuable ad-hoc analysis and reporting.

Analyzed, prepared freight transactions, and maintained up to data process documentation.

Created and reviewed the controls needed for data accumulation and reporting systems for finishing goods.

Identified costs by studying models and material lists.

Ensured people are following governmental reporting requirements.

Extremely proficient with troubleshooting and creating complex Microsoft Excel formulas and spreadsheets to meet finance needs.

State of Iowa Dept. of Education, Des Moines, IA Apr 2022 – Aug 2022

Senior Accountant Consultant (Contractor)

Supported the office of Learning and Results Finance Team.

Supported the dept. with claims and reimbursement of Federal Relief funds for education.

Reviewed claims and ensures compliance with the U.S Security Exchange Commission.

Reviewed government billings to ensure all requirements are met.

Prepared proper government invoices for billings under the Prompt Payment Act.

Audited payments to ensure they are free of errors and discrepancies, clear demonstration of GAAP knowledge.

State of Iowa Workforce, Des Moines, IA Sep 2020 – Dec 2021

Contractor Accountant

Processed initial, reopen, or additional claims filed by unemployed workers.

Trained new hires, higher-ranking staff, and continuing education of general accounting staff.

Completed fact findings interview to determine eligibility for unemployment claims.

Made decisions on appropriate type of unemployment insurance claims to file.

Performed complex accounting and finance concepts such as, but not limited to, acquisitions, dividends, corporate current and deferred taxes, insurance, and financing.

Utilized advanced Microsoft Excel functions, such as VLOOKUP, HLOOKUP, INDEX-MATCH, and PivotTables.

CDS Global, Des Moines, IA Nov 2018 – Mar 2020

Accounting Specialist

Entered vendor invoices into accounting system for payment and printed checks for selected invoices.

Resolved vendor account discrepancies by investigating documenting and adjustment if necessary.

Entered ACH payments into accounting system.

Effectively prioritized work time to ensure productivity standards were achieved.

Collections Specialist Jan 2015 – Apr 2016

Wells Fargo Bank, West Des Moines, IA

Provided customer services regarding collection issues, process, and review account adjustments.

Monitored accounts to identify outstanding debts.

Investigated historical data for each debt and bill.

Resolved billing and customer credit issues.

Processed payments and refunds.

Performed other assigned tasks and duties necessary to support the Accounts Receivables.

Real Estate Broker Jan 2005 – June 2014

Coldwell Banker Residential Brokerage, Arlington Heights, IL (Feb 2014 – Jun 2014)

American International Realty, Inc. Chicago, il (Jan 2005 – Aug 2013)

Sold, for a fee, real estate owned by others.

Received customer service satisfaction scores for seven consecutive years.

Monitored fulfillment of purchase contract terms to ensure timely completion.

Maintained knowledge of real estate law, local economics, fair housing laws, and types of available mortgages, financing options and government programs.

References Available Upon Request

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